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Who it’s for:Admin
Available on:Web
A task template is the checklist Copilot hands a room, or the job as a whole. See What is Copilot for how the checklist behaves on a job, and Working through location tasks for how your crews tick it off. Admins manage templates on the web app under Settings → Task templates; only administrators can change them. The page has two libraries: General Tasks, the templates for a job’s General tasks, and Room templates, the templates for rooms. Each one lists Your templates, the ones your company built, and Built in, the ones TrueRestore ships. Open any template to see what it contains. Built-in templates cannot be changed: Duplicate one to make your own version. From the list you can:
  • start a New template from scratch,
  • Duplicate a template,
  • Make company default for a template,
  • Delete a template your company created.
In the builder you give the template a name, pick its icon and colour (the tile and name your crews see on the checklist), then add tasks from the task kinds: photos, a video, a 360° capture, a location map, a reading, a document, a form, and so on. Each task has its own settings for what it asks for, such as the photo type the camera opens on, or the form or e-signature document it links to. Drag tasks to set the order crews see them in, check the live preview beside the list, then save.
  • Which template applies: your company default applies to every job unless something more specific overrides it. A template set for a damage type wins over the default, and a template picked for a particular job or room wins over that.
  • Changing one room’s template: open the room and use the template chip on its Tasks tab, next to its progress. That’s also where office staff can add a one-off task with Add task to this room; it’s tagged Custom and exists only on that room. Add task to this job does the same for the job’s General tasks.
  • Same templates everywhere: these are the templates your field crews see in the mobile app.
  • Deleting a template: rooms using a room template switch to their job’s template, which comes from the damage type unless the job picked one. Jobs using a General Tasks template switch to the company default. This can’t be undone.